Bayberry Capital Partners Lp

Bayberry Capital Partners LP is a Delaware limited partnership established on September 26, 2018, owned by Angela Aldrich and Brian C. Smith. The firm provides discretionary investment advice to private funds, including the Bayberry Onshore Fund LP, Bayberry Offshore Ltd., and Bayberry Master LP. As of December 31, 2024, the firm managed $586,492,730 of regulatory assets under management on a discretionary basis. Clients are "qualified purchasers" with minimum initial investments generally ranging from $1,000,000 to $20,000,000. The firm charges management fees paid quarterly in advance, with waived fees for certain investors. Performance-based fees are also applicable. Investment strategies focus on long and short positions in small- and mid-cap public equities, emphasizing deep fundamental research. Risks include market volatility, leverage, and illiquidity. The firm engages in soft dollar arrangements, outsourced trading, and proxy voting services. Clients receive performance reports, audited financial statements, and proxy voting disclosures. The firm has adopted a Code of Ethics and has no disciplinary events to report. The firm has custody of client assets and exercises investment discretion.